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Technology Stocks : Network Associates (NET)

NET 202.39

-0.1%

Dec 26 9:30 AM EST

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To: Bulldozer who wrote (2145)	3/19/1998 3:46:00 PM
From: Chuzzlewit	Read Replies (1) of 6021

Bulldozer, I think you misunderstand what I've been trying to say. I don't disagree with any of your contentions. I'm simply pointing out that a company like TISX fits very neatly into Larson's concept of an integrated whole. What will ultimately please the street is earnings, and I think it will be some quarters away before we see the results of these mergers. Nevertheless, investors are viewing these moves positively. If you haven't done so, read Larsons statements regarding the reasons behind the TISX and NETG acquisitions. He very clearly lays out his strategy, and it is a much better explication than I could give. Regards, Paul

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